Stephanie joined Leith Wheeler’s Toronto office in August 2016 with a solid foundation in wealth management and investment counselling. In her prior role at a multinational investment firm she worked closely with Private Clients, including business owners, families and not-for-profit institutions, to provide effective investment advice and portfolio solutions. Stephanie’s 20 years of industry experience also includes corporate finance, risk management, lending and private banking. She obtained a Bachelor of Arts (Economics) from McGill University, an MBA from the Schulich School of Business and holds the Chartered Financial Analyst (CFA) designation. Stephanie is also a member of CFA Society Toronto and 100 Women in Finance.